Category Navigation Tabs in Client

The Client page includes category-based navigation tabs that help you quickly access all project-related modules in an organized way. These tabs group similar tools together, making it easier to find and manage project information.

What Do the Tabs Contain?

1. All

Displays all project-related modules in a single view.

2. Design & Estimates

Includes tools related to planning, designing, and estimating:

• Proposal

• Estimate

• 2D Takeoff

• Selections

3. Procurement

Covers modules used for material purchase and vendor communication:

• RFQ

• Purchase Order

• Inventory

4. Financial

Contains all finance-related modules:

• Bills & Expenses

• Money Matters

5. Project Management

Provides all tools for tracking and managing project execution:

• Task

• Schedule

• Time Tracking

• Assets

• Workers

• Daily Log

• Call Log

6. Communication & Docs

Includes communication and documentation tools:

• Communication

• Event

• Document

Purpose of These Tabs

These category tabs help users:

• Navigate between modules faster

• Access related tools grouped together

• Manage project activities more efficiently

Pro-Tip

Use the category tabs to quickly switch between related modules without scrolling through the entire list.